West Financial Advisors’s Medtronic MDT Stock Holding History

West Financial Advisors’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,000	Closed	-$81K	–	189
2022 Q3	$81K	Hold	1,000	–	–	0.02%	85
2022 Q2	$90K	Hold	1,000	–	–	0.03%	81
2022 Q1	$111K	Hold	1,000	–	–	0.03%	77
2021 Q4	$103K	Hold	1,000	–	–	0.03%	87
2021 Q3	$125K	Hold	1,000	–	–	0.04%	71
2021 Q2	$124K	Hold	1,000	–	–	0.04%	64
2021 Q1	$118K	Hold	1,000	–	–	0.04%	66
2020 Q4	$117K	Buy	+1,000	New	+$110K	0.04%	64

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

West Financial Advisors's MDT Position: Q4 2022 in Review

West Financial Advisors sold out of Medtronic (MDT) in Q4 2022, closing a stake of 1,000 shares — an estimated $81K sold.

West Financial Advisors first reported a position in MDT in Q4 2020 and held it in 8 quarters. The position peaked at $125K in Q3 2021. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

West Financial Advisors reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
West Financial Advisors sold 1,000 Medtronic shares in Q4 2022, an estimated $81K.
West Financial Advisors first reported a position in Medtronic in Q4 2020 and held it in 8 quarters.
West Financial Advisors's Medtronic position peaked at $125K in Q3 2021.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.